Portfolio Sheet


Help

The contents of this help file are based on the most recent versions of everything so make sure everything is up to date on the Versions sheet before proceeding.

Getting Started

Introduction
Setup (Required, Already Done)
Important Notes (Required)
Quick Start (Recommended)
Video Tutorial
Live Help
Print
Support

Sheet Descriptions

Sheet Tabs For General Investing Info

Markets
Futures
News
Charts
Quotes
Historical
Currencies
Watchlist

Sheet Tabs For Portfolio Info You Add

Dashboard
Summary
All Accounts
Specific Accounts
Movers
Transactions
Search Transactions
Symbols
Source 1, 2, 3
Accounts
Account History
Taxes
User Transactions
User Rankings

Sheet Tabs For Managing The Spreadsheet

Local Lists
Remote Lists
Settings
Themes
Backups
Mirrors
Versions
Change Log
Issues
Suggestions
Sheet News
Sheet Health
Script Log
Error Log
Links
Help

Additional Info

Disable Auto Load of Help
Open Help in Browser
Registration
Permissions
Points
Bulk Import
Share Portfolio Sheet
Share Your Portfolio
Mobile Access
Requirements
Troubleshooting
Removal
Contact

Introduction

This free spreadsheet enables you to enter and keep track of your financial investments. It has been developed on the Google Sheets platform.

The spreadsheet is devided into three types of sheets.

1) Sheets for general investing information.

2) Sheets for portfolio info you add.

3) Sheets for managing the spreadsheet.

In order for the sheet to function, you must follow the steps in the Setup section below. After going through the setup process, it is highly recommended you go through the Quick Start section to learn how to properly add, edit and delete accounts, symbols and transactions.

You may also want to check out a video which goes over the Setup and Quick Start steps.

If you have any questions not covered in this document, you are welcome to get in contact for assistance by clicking the Support item in the Portfolio Sheet Menu at the top of the sheet.

Thanks for checking out the sheet! Hopefully it meets your needs but if there is a feature missing that you would like, please get in contact so the feature can be considered for addition.

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Setup

Please follow the steps below to setup the sheet. You must do these setup steps on a desktop computer. They are required in order for the sheet to work and to prevent script errors.

Step 1: Understanding Script Authorizations

The sheet contains many features that use a custom script that comes with the sheet, over 30,000 lines of code. In order for the sheet to operate properly Google requires you to give the script authorization to interact with your Google account. Until you do so, the sheet will not work and you will get a prompt to authorize the script whenever you use any single feature that uses a script.

Authorizing the scripts will give the script permission to interact with your Google account. For example, the feature where the sheet's script can send you an email when a target price of a stock you setup has been reached will need permission to "View your email address" and "Send email as you". If you would like to read more examples of the permissions needed, you can do so here otherwise continue on to Step 2 below.

Step 2: Authorizing Scripts

To authorize and setup the scripts, click the "Portfolio Sheet Menu" at top of the sheet and select "Authorize & Setup Scripts (Required)". Click the blue Continue button in the dialog box that appears like below:

Authorization Required

After clicking the blue Continue button, select your account if prompted, then you will see a window containing the following:

Not Verified Image

We are working on getting the app verified by Google so that warning will not show. Until then you will need to click the "Advanced" link which will expand the window as per below.

Not Verified Image

Click the "Go to Portfolio Sheet Scripts (unsafe)" link. Rest assured it is safe. The sheet and script has been downloaded and used 1000s of times over the years without issue.

If the subsequent window that appears prompts you to enter the word Continue, do so and then click Next.

A window will then appear similar to the one below summarizing the previously mentioned permissions you are granting to the sheet's script so it can interact with your Google account. If you would like to first read why the permissions are needed, you can do so here. Click the blue Allow button at bottom.

Permissions

You need to authorize these permissions as per above in the following cases.

A) The first time you access this sheet.

B) The first time you access a copy of this sheet.

C) If/when a new external URL, such as a RSS feed, is added to the script library and you update to the library.

Step 3: Spreadsheet Settings

Go to File > Spreadsheet Settings pull down menu.

The locale is set to United States by default. This relates primarely to the format of dates you enter. With United States selected the format of dates entered into the sheet is Month / Day / Year so for example Decemver 31st 2016 needs to be entered as 12/31/2016.

If you want to set the locale to a country other than United States you may do so but you will need to enter dates in the format of the selected country which may be different than the United States date format.

Keep in mind the above setting relates only to how dates are entered, you can control how they are displayed on the Settings sheet in the Date and Time Format section.

Set the timezone to the timezone where you use the sheet.

Step 4: Currency

If transactions you wish to enter are made in a currency other than US Dollars, set the currency on the Settings sheet tab in cell BB5 and then select save in cell BB4. The sheet supports one currency so if you buy securities in more than one currency you will need multiple copies of the sheet.

If you specify a currency other than US Dollars AND you request a custom sheet be created to upload your transactions to, you must click the link on Settings sheet in cell BA11 to obtain and enter into BB11 a free API key which will calculate the proper exchange rate for uplaoded transactions.

Step 5: Registration

The last step is to register which is free, fast, easy. Simply enter your desired username on the Settings sheet in cell B5.

Some of the benefits of registering include all sheet features unlocked, all limits removed, free tech support, free updates and more. For a full list, click here.

Setup Summary

So in summary you have given your Google account permission to use the sheet's scripts, updated the spreadsheet settings and registered. To get started using the sheet, it is highly recommended you continue on to the Important Notes and Quick Start section below. If you are viewing this outside of the sheet, it is recommended you click the drop down menu named Portfolio Sheet Menu within the sheet and click the Help menu item to continue reading this page within the sheet where you left off.

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Important Notes

1) While you may edit, do not delete, row 2 or any data within it on the Accounts, Symbols or Transactions sheet. The reason is the sheet's script copies the formulas and data in the row above the row you are adding so if you delete the last row containing a formula or data within it, row 2, there will be no formulas or data to copy below which will cause issues.

2) Do not manually delete the Example Account sheet. You may edit it's name on the Account sheet or delete it on the Accounts sheet using the Action drop down menu once you have more than one account. The reason is the sheet's script copies the last account sheet when creating a new account so if you delete it there will be no sheet to copy from.

3) When deleting a row on the Accounts, Symbols or Transactions sheet always select "Delete" from the drop down menu in the Actions column instead of manually deleting the row. Selecting Delete from the drop down menu will enable the sheet's script to properly delete all references to the deleted account, symbol or transaction throughout the sheet.

4) When using Source 1, for symbols traded on exchanges other than NYSE or Nasdaq, go the the pull down menu named Portfolio Sheet Menu > Chat and type !symbols for proper format to enter.

5) Do not delete or edit any row on the Summary, All Accounts or individual account sheets. These are all updated automatically whenever a transaction is processed.

6) Never insert a row. Always add a row at the bottom of the sheet after the last row using the Add button. You can and should remove any uneeded blank rows on the Accounts, Symbols and optionally Transactions sheet.

7) Using the default theme, any cell in a sheet with a light blue background should not be edited as it contains either a formula or data that the sheet relies on or writes to. Any cell with a beige background may be edited. The above colors are based on the default theme the sheet uses named Default. If you change the theme the sheet uses, the background colors of the non editable and editable cells may change as specified by the theme.

8) If you would like live (when available) in sheet help with any errors the sheet encounters, go to the Error Log section of the Settings sheet and select Yes for the Support Access option. This will give a support representative temporary access to your sheet whenever an error occurs so that it can be identified and fixed as fast and efficiently as possible. For more details, read the Error Log section.

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Quick Start

If you have not already, please first follow the steps in the Setup section above or else the sheet will not work properly. The reason for this is that much of the process of adding, editing and deleting sheet data is automated by scripts which need to first be authorized as explained in the Setup section. Once you have completed the Setup section, please proceed in this section to get up and running as quickly as possible.

The spreadsheet is made up of multiple sheets which can be accessed by clicking the tabs at the bottom of the spreadsheet. Although more detailed explanations of each sheet can be found below, this section will explain a few of the most essential sheets where data is entered, most of the remaining sheets are merely different views of the entered data or investing and sheet related tools.

- Accounts

It all starts with the Accounts sheet. This is where you can define one or more accounts into which you can organize your investments. The sheet comes with one account by default named "Example Account" which you should not delete but can rename.

Accounts can represent different accounts at different brokerages or different accounts at the same brokerage or just used as a way to separate investments in the same account at the same brokerage - for example if you wanted to separate your holdings by sector or industry.

Additional accounts can be added below any existing accounts one at a time. If needed, click the Add button at the bottom and add 1 additional row to add an account. Then enter an account name in the first column and change any of the beige cells in that row. Repeat for additional accounts. Delete any excess rows not needed when done.

As you add accounts, new sheet tabs are created to show any future holdings in that account. If you edit an account, the sheet tab for that account will automatically update. If you delete an account, the sheet tab for that account will be removed.

To delete an account select Delete from the Action column. Do not manually delete the row, the script will do it for you after it has confirmed there are no symbols or transactions still assigned to that account. If the script finds any symbols or transactions using the account you want to delete, it will give you the chance to reassign them before deleting it.

You can view the Accounts section below for more detailed info on some of the account details you can specify but at this point you may just want to change the name of the default account "Example Account" and if desired add any additional accounts.

- Symbols

Once you have your accounts setup on the Account sheet the way you want, you will want to add the symbols that are in each account on the Symbols sheet. The sheet comes with one symbol by default which you should not delete but can rename, the rest can be added below.

Symbols represent the different securities you would like to enter transactions for.

If you have a spreadsheet with data from your broker or otherwise, you can copy and paste data in bulk. To do so you must follow the instructions in the Bulk Import section below. Otherwise, symbols need to be entered one at a time.

New symbols are added below existing symbols. If needed, click the Add button at the bottom and add as many rows as you need. Delete any excess rows not needed when done.

To add a symbol, first specify the account in which you want the symbol assigned to. You can have the same symbol in multiple accounts but only once in each account.

After selecting an account, formulas will be copied down from the row above. Once that is completed, you may enter the symbol. After entering the symbol, the row will be re-sorted in alphabetical order so wait for it to resort before adding additional info.

If using Source 1, for symbols traded on exchanges other than NYSE or Nasdaq, go the the pull down menu named Portfolio Sheet Menu > Chat and type !symbols for proper format.

To delete a symbol select Delete from the Action column. Do not manually delete the row, the script will do it for you after it has confirmed there are no transactions still assigned to that symbol in that account. If the script finds any transactions using the account and symbol you want to delete, it will give you the chance to reassign them before deleting it.

You can view the Symbols sheet help section below for more detailed info on some of the symbol details you can specify but at this point you will want to edit the symbol in the first row and add any additional symbols one at a time.

- Transactions

Once you have added your symbols on the Symbols sheet, you will want to add any transactions on the Transactions sheet. The sheet comes with two transactions by default which you should not delete but can edit to represent your first two transactions entered. Do not delete any of the cell contents such as the transaction date, only edit. Additional rows can be added below using the Add button.

Transactions represent the different types of transactions you have made for a symbol such as buy, sell, split, dividend, fee, tax and earned interest. A transaction can also represent a type of transaction you have made to an account such as depositing cash (Cash In) or withdrawing cash (Cash Out).

If you have a spreadsheet with data from your broker or otherwise, you can copy and paste transaction data in bulk. To do so you must follow instructions in the Bulk Import section below. Otherwise, transactions need to be entered one at a time.

New transactions are added below existing transactions. If needed, click the Add button at the bottom and add as many rows as you need. You may optionally delete any excess blank rows not used nor needed when done.

After having edited the first two transaction, you can add additional transactions by first specify the account to which the transaction is for.

After selecting an account, formulas will be copied down from the row above. Once that is completed, select or enter the symbol or -CASH-, transaction type, date and any other relevant data for that transaction. Depending on the transaction type selected, some of the cells in the row may get filled in automatically but you can edit them afterwards.

To delete a transaction, select Delete from the Action column instead of deleting the row.

Most transaction need to be processed. You can process each one manually by clicking the drop down menu in the Action column or turn on automatic background processing on the Settings sheet in the Transactions section.

Once a transactions has been processed, either manually or automatically, the account sheet for which it is assigned, the All Accounts sheet and the Summary sheet will automatically update.

You can view the Transactions sheet help section below for more detailed info on some of the transaction details you can specify but at this point you will want to edit the first two transactions in the first two rows and add any additional transactions one at a time.

- Summary

So in summary, you edited the default account name on the Account sheet and added any additional accounts. You edited the default symbol on the Symbols sheet and added and additional symbols. You edited the default transactions on the Transaction sheet and added any additional transactions.

By adding items one at a time, the sheet will copy down the previous row formulas for you among other things. If you wish to add data in bulk, it is possible, but you need to read the Bulk Import section below for important instructions.

- Couple Sheets Worth Mentioning

The Settings sheet is where you can view and change different settings for most sheets. It is recommended you take the time to review and customize the settings to fit your needs.

For example, if you want to share some or all of your transactions with other users and appear on the User Transaction and User Rankings sheet, you will need to request a custom sheet on the Settings sheet if you have not already. A custom sheet is a sheet created by us and shared exclusively with you for use with this sheet.

The Versions sheet will show whether any new beta or stable versions of the library, script, hotfixes and sheets are available and if so enable you to update them. Sheet updates can be done automatically on the Versions sheet. You can view the Change Log sheet for any details as to what is new.

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Print

You can print this entire document or parts. In either case, load the sheet in Google Chrome browser if you have not already.

- Print Entire Document

To print entire document, click here and in the new window that opens up right click anywhere on the page and select Print ...

- Print Portion Of Document

Highlight the portion of the document you wish to print, right click the highlighted area and select Print... and only the highlighted area will print.

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Support

Registered users can get in contact with support by going to the Portfolio Sheet Menu > Support > Contact drop down menu at the top of the sheet. If you have not already registered, you can do so for free by choosing a username on the Settings sheet in cell B5.

If you have a question about using the sheet, select Question as the subject, enter your message and click Send.

If you are having an issue using a specific feature of the sheet, such as it not working as expected or an error message, please:

1) Select Issue as the subject in the contact form.
2) Describe the issue in as much detail as possible.
3) Include any error messages displayed.
4) Select Yes in the Share sheet with support if you want..

Those that enable the support option to temporarily share your sheet with support when requesting assistance will be given highest priority as it will enable the issue to be identified and fixed as fast as possible. No user data is saved and handled with the highest confidentiality as per our Privacy Policy.

Once the issue is fixed by support, you will be notified. You can then leave sharing with support enabled so any future issues that arrise can be quickly resolved or disable sharing of your sheet with support by going to the following pull down menu.

Portfolio Sheet Menu > Support > Access To Sheet > Remove

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Live Help

If you need live help getting setup or resolving a sheet issue, live help is offered on our chat server and in your sheet.

Chat Server

Follow the steps below:

1) Within the sheet go to Portfolio Sheet Menu > Chat

2) Open the chat by clicking one of the two buttons at the top.

3) Once logged into the chat server, click on the "support" channel.

4) You can either ask your question in the public support channel or right click user PortfolioSheet to send a private message..

5) If a support representative is online, they will reply.

In Sheet

Live help in your sheet is available most days and times. Follow the steps below:

1) Within the sheet go to Portfolio Sheet Menu > Contact.

2) Select Issue as the subject.

3) In the message field enter a description of the issue or what you would like help with.

4) Select Yes for Share Sheet.

5) Click the Send button.

When available, we will connect to your sheet and open a chat session within the sheet.

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Sheet Descriptions

The following are descriptions of each sheet tab in the spreadsheet.

Markets

The Markets sheet retrieves information about market indexes around the world. On the Settings sheet you can control what regional market indexes are shown. There is no need to edit anything on this sheet.

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Futures

The Futures sheet retrieves information about over 70 common futures contracts. Up to 12 contract months are shown for each. On the Settings sheet you can control what futures are shown and how frequently they update. To force it to refresh sooner than it is set to automatically refresh on the Settings sheet, click the Price link in header. There is no need to edit anything on this sheet. If a future you would like to see is missing, please suggest it so it can be considered for addition.

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News

The News sheet retrieves links to news. You can enter a symbol for news about a specific security or you can select a site and category for news relating to that category. The news items returned are RSS feeds from various sources.

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Charts

The Charts sheet retrieves a chart for the symbol entered. You can select the chart source and options.

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Quotes

The Quotes sheet enables you to look up market data for the symbol entered. If available, it will also display historic returns which are shown in the chart. This historical returns percentage include both the return since the date of oldest data (Total) and the average yearly return (Average).

You can also show the quotes in the sidebar by clicking the Show In Sidebar link.

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Historical

The Historical sheet returns historical market data when available for the symbol and period or date range entered.

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Currencies

The Currencies sheet enables you to convert one currency amount to another currency amount, view major, minor and exotic currency pairs and add your own currency pairs.

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Watchlist

The Watchlist sheet enables you to add symbols you have not yet purchased but are interested in keeping track of. Enter the symbol in the first column and if desired any notes.

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Dashboard

The Dashboard sheet comes filled with charts. You can remove or redraw the charts by going to the Dashboard section of the Settings sheet. Once the charts appear, they will update in real time. The charts show different statistics from your sheet. There is no need to edit anything on this sheet.

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Summary

The Summary sheet shows a summary of all your specific account totals found in the headers of account sheets on one sheet. It is only displayed when you have more than one account as the information displayed for each account is already on the account specific sheet so showing it with one account is not needed. There is no need to edit anything on this sheet.

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All Accounts

The All Accounts sheet shows all your account holdings on one sheet. It is only displayed when you have more than one account set to show as the same information is displayed on each specific account so showing it with only one account set to show is not needed.

It displays the same data as the specific accounts sheets - it just combines all account holdings into one sheet. For info on some of the columns, view the specific accounts section below. There is no need to edit anything on this sheet.

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Specific Accounts

Specific account sheets display the information about the holdings within each specific account. Specific account sheets are automatically created and deleted based on the accounts listed on the Accounts sheet. There is no need to edit anything on these types of sheets.

The following applies to both the All Accounts and Specific account sheets since they are nearly identical in appearance.

- Column Descriptions

Following are some column header descriptions.

-- Action

In the column labeled "Action", you can select from the drop down box in the desired row, Buy, Sell, Quote or Transactions.

If you select Buy or Sell, it will jump to a new row on the Transactions sheet to enter a new transaction.

If you select Quote, it will jump to the Quotes sheet with the symbol filled in for you. You can change whether a quote is shown in the Quotes sheet or Sidebar on the Settings sheet in the Quotes section.

If you select Transactions, it will jump to the Search Transactions sheet with the symbol filled in for you so you can view a history of entered transactions for that symbol.

-- Notes

In the column named Notes, any notes entered on the Symbols page for symbols in that account will appear.

-- Alerts

In the column named Alerts, alerts are displayed for symbols that have issues or noteworthy information.

An example of an issue is when the last price is not being retrieved which may be an indication that the ticker symbol has changed and you have not yet updated it on the Symbols sheet.

An example of noteworthy information is when a symbol has no trading volume for the day. You are also alerted to five letter symbols that trade on the NASDAQ that end in one of the following letters:

C (Issuer qualification exceptions)
D (New, temporary, often after a split)
E (Delinquent in required filings with SEC)
F (Foreign)
Q (Bankruptcy proceedings)
Y (American Depositary Receipts (ADR))

-- Ratings

In the column labeled Rating, any rating you have assigned the security on the Symbols page will appear.

In the column named User Ratings, the average rating for the security among all sheet uses, if any, will appear.

-- Next Buy Quantity

In the column named Next Buy Quantity, the value displayed is the number of shares you normally buy of the security as specified on the symbols sheet.

If your last purchased was higher or lower than the your normal quantity you buy and set on the symbols sheet for that symbol, the value in this column will be equal to one of the amounts below depending on what your setting is on the Settings sheet in the Symbols section:

A) The quantity needed to buy to get to the next multiple of 10, 100, 1000, 10000, 100000, 1000000.

B) The quantity needed to buy to get to the next multiple of 10, 100, 1000, 10000, 100000, 1000000 plus the quantity you normally buy as specified on the Symbols sheet for that symbol.

-- Next Sell Quantity

In the column named Next Sell Quantity, the value displayed is the number of shares you normally sell of the security as specified on the symbols sheet.

If your last sale was higher or lower than the your normal quantity you sell and set on the symbols sheet for that symbol, the value in this column will be equal to one of the amounts below depending on what your setting is on the Settings sheet in the Symbols section:

A) The quantity needed to sell to get to the next multiple of 10, 100, 1000, 10000, 100000, 1000000.

B) The quantity needed to sell to get to the next multiple of 10, 100, 1000, 10000, 100000, 1000000 plus the quantity you normally sell as specified on the Symbols sheet for that symbol.

-- Low & High Targets

In the columns named Low Target and High Target, the color of the cells can alert you to when the current price has reached your low or high target price as set on the Symbols sheet.

These can be used to give you a quick visual indicator of potential buying or selling opportunities. You can select how this value is calculated on the Settings sheet in the Symbols section. If you select manual for each, you can set manual targets on the Symbols page.

Low target cell backgrounds turn increasingly darker shades of red as the last price approaches your low target value. There are 5 shades representing the percentages below.

>= 60% of low target >= 70% of low target >= 80% of low target >= 90% of low target = 100% of low target

You will know when it has hit the 100% shades as the number will be in white text instead of black.

High target cell backgrounds turn increasingly darker shades of green as the last price approaches your high target value. There are 5 shades representing the percentages below.

>= 60% of high target >= 70% of high target >= 80% of high target >= 90% of high target = 100% of high target

You will know when it has hit the 100% shades as the number will be in white text instead of black.

-- Moving Averages

When the price of a security goes above or below its 50 or 200 day moving average, the cell backgrounds will change to red or green respectively. This assumes you are using a data source that supports moving averages such as Source 2.

- Hiding Columns

If there is a column of data that you do not need, do not delete it as the scripts the sheet uses relies on a hard coded number of columns. Also do not hide the column. Instead, go to the Settings sheet in the All Accounts and/or Specific Accounts section and set it to Hide.

This will not only hide the column but prevent the column from making complex calculations which will speed up the loading of the sheet. If you ever want to view the column again, simply return to the Settings sheet and change it from Hide to Show.

- Hidden Row

Many cells in row 4 contains formulas that fill in the columns below. Row 4 has been hidden by default so that you don't accidently edit or delete one of the formulas. You can unhide it if you want but do not delete it as even though it does not display any text in the cells, most of the cells contain formulas that the sheet needs.

- Sorting

You can sort the sheet by the desired column by clicking the down arrow in the header of the column you want to sort by and selecting "Sort Sheet". If you would like the sheet to sort automatically by a specific column after each price update when using Source 2 or Source 3, set the desired column on the Accounts sheet.

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Movers

The Movers sheet gives you a view of some of the most active stocks in your portfolio. The number of rows shown can be changed on the Settings sheet in the Movers section. There is no need to edit anything on this sheet. It shows the following:

Top Gainers By %
Top Gainers By $
Top Decliners By %
Top Decliners By $
Largest Volume Increases
Largest Volume Decreases
Highest Volume
Lowest Volume
Oldest Trade Date

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Transactions

The Transaction sheet is where you enter all your transactions. There must be a corresponding account and symbol on the Symbols sheet for all transactions relating to a specific security.

You add a new transaction under the row of the previous transaction. Add however many rows you need at the bottom. If you have a lot of rows, you can get to the last one to add a transaction by clicking the Account link in upper left and select "Add Transaction".

To add transactions in bulk, read the Bulk Import section below for important instructions.

- Adding A Transaction

Account Column

Select the account for which the transaction is for. This will cause the formulas in row above to copy down. You can either wait for the formulas to copy (message will appear) before proceeding or you may immediately proceed up to the Price column. Once a message appears indicating formulas have been copied, you may proceed beyond the price column.

Symbol Column

Select the symbol of the security for which the transaction is for or -CASH- if for a account.

Type Column

Select the transaction type. Valid transaction types for the symbol of a security include:

Buy
Sell
Split
Tax
Fee
Dividend
Qual. Div.
Interest

Valid transaction types for the symbol named -CASH- include the following and are automatically processed.

Cash In
Cash Out
Interest

Quantity Column

If the transaction type is Buy, Sell, Dividend or Qual. Div. enter the quantity of shares.

Price Column

If the transaction type is Buy, Sell, Dividend or Qual. Div. enter the per share price.

Commission Column

If the transaction type is Buy or Sell, enter the total commission amount.

Tax Column

If the transaction type is Tax, enter the total tax amount.

Fee Column

If the transaction type is Fee, enter the total fee amount.

Earned Interest Column

If the transaction type is Interest, enter the total amount of interest earned.

Split Ratio Column

If the transaction type is Split, enter the split ratio in the Split column. See below for proper split ratio format.

Cash Column

If the transaction type is Cash In or Cash Out, enter the total cash amount.

Date Column

Enter the date that the transaction was executed - not the settlement date.

Basis Method For Sales Column

If the transaction type is Sell, enter the prefered basis method.

Accounting Method For Sales Column

If the transaction type is Sell, enter the prefered accounting method.

Upload Block Column

If you are uploading your transactions and wish to block this transaction from being uploaded, select Yes.

Action Column

To delete or process the transaction, select the desired action in the Action column.

Further Info

- Cash Balance

If you would like to keep track of your cash balance in your brokerage account whenever you deposit or withdraw money into or out of your account, do the following:

1) On the Accounts sheet for the relevant account, set the "Include Cash Balance" column to Yes.

2) On the Transactions sheet, select the relevant account name, -CASH- from the Symbol column, Cash In or Cash Out from the transaction type and the cash amount in the Cash coumn.

Normally there is an initial transaction of cash entered before you enter any Buy and Sell transactions and it is adjusted up or down as you add or withdraw funds but if you do not know your cash balance before your first transactions, do the following:

Add all your transactions first, then add together any brokerage cash balance plus the negative cash balance for the account shown on the Accounts sheet ( remove the minus sign in negative cash balance of account sheet before adding them together ). Then enter that amount as your opening cash balance for that account on the Transactions sheet with a transaction date <= your first transaction. So for example:

Current brokerage cash balance: $10,000
Current negative cash balance on Account sheet: -$50,000

$10,000 + $50,000 = $60,000

So the opening cash balance to enter on Transaction sheet would be $60,000. After you enter it, the account sheet will update the cash balance which should match what shows in your brokerage account and should stay in synch so long as you continue to enter any cash deposits or withdrawls.

If your brokerage account includes a cash type account that pays interest, you can enter the interest earned on the Transaction sheet by selecting the relevant account, -CASH- as the symbol, Interest as the transaction type and the amount in the Earned Interest column. The amount added will add to your cash balance and show up on your specific account sheet and all accounts sheet in the Cash Balance column header.

- Splits

If a split type transaction, enter the split ratio in the format 1:1.

For example:

Forward split: 100 for 1, enter 100:1
Reverse split: 1 for 100, enter 1:100

- Mergers

If a company you own stock in merges with another do the following.

1) If the symbol changed, update the symbol on the Symbols sheet.

2) If the number of shares owned remains the same, no further action is required.

2a) If the number of shares owned goes up, enter a split transaction to adjust for the difference. To calculate the proper split ratio first devide the new amount of shares owned by the old amount of shares owned.

So if you held previously held 1000 shares and ended up with 1025 after the merger you would do following calculation:

1025 / 1000 = 1.025

then using the result of the above enter a split transaction with a ratio of:

1.025:1

Which means for every 1 share you previously owned, you got 1.025 shares of the newly merged company.

2b) If the number of shares owned goes down, enter a split transaction to adjust for the difference. To calculate the proper split ratio first devide the new amount of shares owned by the old amount of shares owned.

So if you held previously held 1025 shares and ended up with 1000 after the merger you would do following calculation:

1000 / 1025 = .097

then using the result of the above enter a split transaction with a ratio of:

.097:1

Which means for every 1 share you previously owned, you got .097 shares of the newly merged company.

- Dividends

Choose Dividend or Qual. Div. when entering a dividend. Enter the total number of shares held and the dividend per share. On the settings sheet, you can turn on/off automatic retrieval of the dividend although if you enable that option make sure to specify on the symbols sheet, the payment frequency that the symbol pays a dividend so it can be calculated correctly. For reinvested dividends, enter a new Buy transaction with $0 cost.

- Interest

You can add a transaction type of Interest for a specific account/symbol or an account. If adding for an account, select -CASH- in the symbol column. Interest added for an account/symbol will show up in the Interest column of the specific account sheet and all accounts sheet. Interest added for an account using symbol -CASH-, will be added to the cash balance of an account and show up in the Cash Balance column header of the specific account sheet and all accounts sheet.

- Commissions

You can customize the different commission rates that appear in the drop down menu on the Settings sheet in the Transactions section.

- Basis Method

When you enter a sale, you must select whether the capital gain or loss is calculated using the cost basis or average basis method. Cost basis method uses the actual cost paid in all the previous buy transactions while average basis averages your costs from all previous buy transactions for that security.

- Accounting Method

When you enter a sale, you must select the accounting method to use when calculating the capital gain or loss. You can select first in first out (FIFO), last in last out (LIFO) or Specific Shares if you want to specify shares from specific buy transactions.

- Upload Block

If you have registered, requested a custom sheet and chosen to upload your transactions on the Settings sheet, this column enables you to block specific transactions from being uploaded. Some transactions are automatically blocked like Cash and Splits.

- Process

Transactions need to be processed after you enter them. This may happen automatically on some. On ones where it does not happen automatically, you can either manually process it by selecting "Process" from the drop down menu in the Action column or setup automatic processing on the Settings sheet in the Transactions section.

- Gains/Losses

After a sale transaction has been processed, you can view the capital gain/loss by one of the following ways.

A) Going to the account sheet the symbol is assigned to. B) Going to the All Accounts sheet. C) Doing a search for the Account and Symbol on Search Transactions sheet. D) Displaying the period in which is was sold on the Taxes sheet.

For A and B above, you need to have the 'What to Include' columns for the relevant account on the Accounts sheet set to one of the following:

All Holdings (Unsold & Sold)
Current Holdings (Unsold & Sold Lots)

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Search Transactions

The Search Transactions sheet enables you to view all transactions by symbol and/or account. You can also jump to this sheet with the symbol and account already filled out by changing the drop down selection in the Action column on a specific account sheet of the All Accounts sheet.

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Symbols

Before entering a transaction on the Transaction sheet the account and symbol you want to enter needs to have already been entered on the Symbols sheet. To add an account and symbol on the Symbols sheet, first add one row at the bottom of the symbols sheet.

Then in the newly added row, select the account that the symbol you want to add is assigned to. After selecting the account the formulas from the previous row will be copied down to the current row. Once the formulas have been copied, you may enter the symbol. After entering the symbol, if needed, the row will be resorted in alphabetical order by symbol. If this needs to occur, wait for it to resort before proceeding.

After and needed resorting is complete, you may continue adding information about the symbol. Some of the columns are described below.

- Notes

Any notes entered, will show up on the specific account sheet and the All Accounts sheet in the Notes column.

- Company URL, Sector, Industry

These values will be filled in automatically if available. If not, you may enter them yourself. For the company URL enter in the following format.

http://www.companydomain.com/

- Manual Low & High Target

If on the Settings Sheet in the Symbols section you have your targets set Manual, specify the target price in these columns.

- Preferred Purchase and Sale Quantity

You can set the default on the Settings Sheet in the Symbols section. You may edit these to reflect the normal quantity you buy and sell of the security.

- Dividend Payment Frequency

If on the Settings Sheet in the Transactions section you have it set to automatically retrieve the dividend amount when entering a dividend transaction, you need to specify the dividend payment frequency so that it can be calculated correctly.

- Rating

You can change the type of rating system the Symbols sheet uses on the Settings Sheet in the Symbols section. Otherwise, you can provide a rating of the security if you want. Ratings are shared with other users.

Average user ratings are updated every 30 days. You can force them to update through the Portfolio Sheet menu. You can also import ratings from other sites in the Portfolio Sheet menu, based on your settings on the Settings sheet in the Symbols > Ratings section.

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Source Data

The Source 1, Source 2, Source 3, etc sheets are hidden by default. They are where the raw market data retrieved for your holdings is stored. Source 1 sheet is always used to store data from Google itself using its built in sheet functions. Other sources are subject to change depending on availability.

You can select the source of data for individual fields on the Settings sheet in the Symbols section. If you know of a source you would like to have added, please suggest it so it can be considered for addition.

Since selecting Source 1 requires a separate formula for every column for every symbol, it is only recommended to use Source 1 for sheets with less than 100 symbols and less than 1000 transactions or only on limited columns as otherwise the performance of the sheet can suffer.

Selecting Source 2 or higher, works by retrieving data by script for 100-200 symbols at a time so is much more efficient in terms of sheet performance. You can retrieve data from these sources manually through the Portfolio Sheet Menu or setup automatic updating on the Settings sheet in the Data Sources section.

Be aware that the exact same column data is not always available for each source, for example, a source may not provide the exchange a security is traded on while another may. Check the Settings sheet Symbols section to see what columns are available from what sources. You do not need to edit anything on these source data sheets and probably best to leave them hidden.

If you select any source other than Source 1, when an update of market data is occurring, the color on the tab at the bottom of the related account sheet being updated will momentarily turn green.

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Accounts

The sheet supports the use of multiple accounts. This can be useful if you have multiple accounts at the same or different brokerages or if you simply want to track your investments in different categories as each account creates a seprate sheet tab for investments in that account.

The sheet comes with one account already created named "Example Account" which should not be deleted but can be edited. You can add, edit and delete accounts.

To add an account, click the Add button at bottom specifying 1 row and add one account at a time. Then enter a name for the account in the Account Name column. The account name can be any name made up of letters, numbers and spaces.

To delete an account, do not delete the row. Instead, change the drop down menu in the Action column from None to Delete.

After adding an account, you can edit the following columns.

- What To Include

Choose between the following options to select which holdings to include on the account sheets.

All Holdings (Unsold & Sold)
Current Holdings (Unsold & Sold Lots)
Current Holdings (Unsold Lots)

- Visibility

Choose whether you want to hide or show the account. This can be used to hide old accounts sheets that you are no longer actively using. If hidden, the totals will still be used on the Summary sheet.

- Auto Order

Whether or not to auto order/sort the rows on the specific account sheets after the following:

1) Auto or manual refresh of account sheets. 2) Auto or manual refresh of market data if Source 2 or Source 3 is being used.

- Auto Order Column

The column on the specific account sheet to automatically sort holdings by.

- Auto Sort Direction

Whether you want to sort by ascending or descending order.

- Notes

Any notes you want to add to the account. They will appear on the Summary sheet.

- Include Cash Balance

Select Yes if you would like to include your brokerage cash balance in your accounts value. If you select yes, you will need to add a cash transaction on the Transactions sheet whenever your deposit or withdraw cash into/from your brokerage account.

For info on how to enter an opening cash balance on the Transactions sheet, see the Transactions sheet section.

- Allocation

The allocation of each account by equities, bonds and cash is displayed by percent and dollar amount.

- Symbols & Transactions

The number of symbols and transactions for each account is displayed.

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Account History

The Account History sheet can record your account totals and display the data in a chart. This data can be recorded automatically or manually on the sheet. You can enable automatic recording of history on the Settings sheet in the History section.

To manually record account history, click the Refresh link on the History sheet. You can filter what is displayed by account, period or date range. The chart changes based on the filter.

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Taxes

The Taxes sheet displays capital gains or losses to assist you in paying your estimated taxes through the year. You can also record any tax payments you made during the year. You can edit the tax rates used and tax periods on the Settings sheet in the Taxes section.

Due to the complexity and variety of different countries tax laws this sheet supports limited tax situations.

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User Transactions

The User Transactions sheet shows the most recent buy and sell transactions that other users of the sheet have chosen to anonymously share. If a sale, any realized gain or loss is displayed.

- View Profile

If a user appearing on the User Transaction sheet has created a public profile, you can view it by selecting "View Profile" from the drop down menu.

- Filter Transactions

You can filter transactions appearing on the User Transactions sheet by username. To add a username to a block or include filter, click the drop down menu in first column. You can also manage your block and include lists on the Settings sheet in the User Transactions section.

- Options

On the settings sheet in the User Transactions section you can select a number of options including update frequency, order by and sort by, site symbol is linked to and more.

You can filter users out of the results or show only certain users. If you have chosen to share your own transactions, you can filter them out of the results.

You can set the maximum number of transactions to download. The more you specify the longer it takes to update. If you specify 100 maximum, the most recent 100 will be retrieved, before any filters are applied so you can end up with less than 100 displayed.

- Frequency

- Globally

User transactions are compiled in a central sheet. Every 60 minutes a script collects all transactions that users have shared and puts them into the central sheet so they can be retrieved by your User Transactions sheet.

- Locally

User transactions are retrieved from the central sheet according to your frequency settings on the Settings sheet in the User Transactions section. Since they are updated at most every 60 minutes at the central sheet, it will not help to set the frequency from which you retrieve them to anything shorter. To force the sheet to refresh sooner than the automatic frequency would, click the Refresh link.

- Deletion of Transactions

Users may delete previously uploaded transactions so a transaction that appears one day may not appear in the future. This is most often caused when a user deletes a holding for which they have sold all shares and thus no longer own the security. For this reason uploaded user transactions are archived and the user rankings are based on the archives instead of the ever changing list of transaction uploads.

- Sharing Your Own

To share your own buy and sell transactions anonymously, simply register for free and then request a custom sheet where they can be uploaded to and one will be created automatically for you. Once the custom sheet is created for you, you can control the uploading of transactions on the Settings sheet in the Transactions section.

There are two benefits to uploading your transactions. First, it will enable you to appear on the Rankings sheet. Second, if you ever lose access to your sheet, you will at least still be able to access the buy and sell transactions you have chosen to upload to the custom sheet.

If you use a currency other than US Dollars, prices will be adjusted by the current exchange rate before uploading them. Currency values of your own and others transactions displayed on the User Transactions sheet are in US Dollars.

The importance of confidentiality in regards to sharing ones transactions is important so your uploaded transactions are only identifiable to others by the username you choose and userid assigned to you. Account values, account names or any personally identifiable information is not included.

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User Rankings

The User Rankings sheet shows the realized gains and losses of those users of the sheet that have chosen to anonymously share their transactions. To get ranked yourself, you merely need to register, request a custom sheet and upload your transactions. Currency values displayed are in US Dollars.

- View Profile

If a user appearing on the User Rankings sheet has created a public profile, you can view it by selecting "View Profile" from the drop down menu.

- Filter Transactions

You can filter rankings appearing on the User Rankings sheet by username. To add a username to a block or include filter, click the drop down menu in first column. You can also manage your block and include lists on the Settings sheet in the User Rankings section.

- Options

On the settings sheet in the User Rankings section you can select a number of options including update frequency, order by and sort by and more.

You can filter users out of the results or show only certain users. If you have chosen to share your own transactions, you can filter yourself out of the rankings you see.

You can set the maximum number of rankings to download. The more you specify the longer it takes to update. If you specify 100 maximum, the most profitable 100 will be retrieved, before any filters are applied so you can end up with less than 100 displayed.

- Frequency

- Globally

User Rankings are compiled in a central sheet. Every day a script archives any shared transactions to determine the rankings and puts them into the central sheet so they can be retrieved by your User Rankings sheet.

Rankings are based on archived transactions instead of the normal list of transactions user upload as some users delete transactions for which they have sold all shares and thus they would disappear from the normal list of uploaded transactions.

- Locally

User rankings are retrieved from the central sheet according to your frequency settings on the Settings sheet in the User Transactions section. To force the sheet to refresh sooner than the automatic frequency would, click the Refresh link.

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Local Lists

The Local Lists sheet, hidden by default, contains automatically created lists of local data the sheet uses. You do not need to edit anything on this sheet.

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Remote Lists

The Remote Lists sheet, hidden by default, contains lists of remotely created data the sheet uses. It is made up of lists of data that are used by all users of the sheet and maintained by the author of the sheet. You do not need to edit anything on this sheet.

If you would like to create any script files or function names, check the Remote Lists page to make sure the name of your script file or function does not conflict with an existing script file or function name.

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Settings

There are two places to specify some sheet settings.

First, the pull down menu File > Spreadsheet settings. Here you can set your Locale, Time zone and for the sheet to update on change and every minute.

Second, the Settings sheet. It contains sections for general and sheet specific settings you can change. You can edit any of the settings with a beige (default theme) background. The settings are explained below. If you want to add any custom settings, you can do so in the custom settings section at far right.

- Registration

Registration is free, fast and easy. All you need to do is choose a username. You can edit your username at anytime. To delete your registration, simply delete your username. You can also provide profile info which by default is hidden from other users.

- Public Profile

If you have registered, you can create a public profile by specifying which of your private profile details you wish others to be able to view. You can also choose whether you want other users to be able to contact you through your profile page.

- Newsletter

If, if you have registered, you can subscribe or unsubscribe to a free sheet newsletter.

- Points

If you have registered, you can view the points you have earned and view how many points you can earn for various actions. Points are currently redeemable for premium support.

- Referrals

If you have registered, you can earn points by referring people using your unique tracking link. People who click on your tracking link and save a copy of the sheet and register will earn them and you points. Your points are displayed in this section. You can create up to 10 sub tracking links to track traffic from different sources.

- Custom Sheet

If you have registered, you can request a custom sheet be automatically created for yourself. This will enable you to use advanced features of the sheet such as sharing your transactions so you can appear on the User Transactions and User Rankings sheet.

- Google Account

Specify the type of Google account you are using the sheet in. Most will be type Consumer although if you are using it in a G Suite (formerly known as Google Apps for Work) type of account, choose that one.

- Sheet Opening

Enables you to specify different actions and alerts that can occur each time you open the sheet.

- Sheet Keys

Shows the sheet keys the sheet relies on in order to function properly. No need to edit these. They are selected at random from a list of mirrors each time you open the sheet. You can edit any of them by going to the Sheet Health sheet or the Mirrors section of the Settings sheet.

- Statistics

Shows the number of accounts, symbols and transactions both locally and globally among all users of the sheet.

- Last Update Attempts

Shows the last date and time various sections of the sheet attempted to updated.

- Currency

Enables you to change the currency the certain sheets use. The default is US Dollars.

You can also increase the number of decimal spots displayed for some columns. For example, if a cell value is .0075, and the default currency selected only shows 2 decimals points by default, it would show .00 but by adding 2 decimals, certain columns would display $.0075 instead of $.00.

- Styles

The appearance of the sheet is determined by the theme it uses. The theme specifies style settings such as the font family, font color, font size, link color, background color, borders, border type, row height, etc in the header and body.

In the body you can specify editable and non editable background colors for those sheets where some cells may be edited and others may not like the Settings sheet. You can also specify the background color of sections.

- Market Hours

Enables you to set the days and hours that the market is open in your area. This is used by the automated scripts so that it knows what days and hours to retrieve market data.

- Markets

Show/hide the sheet and different regional markets from the Markets sheet. Data refreshes automatically.

- Futures

Show/hide the sheet and different futures from the Futures sheet. Specify the update frequency.

- News

Show or hide the sheet.

- Charts

Show or hide the sheet.

- Quotes

Show or hide the sheet. Specify whether to open quotes from account sheets in the sidebar or sheet. Recreate or remove chart on sheet. Specify whether to recreate chart on sheet update. If you have personalized the chart, set this to No or your personalizations will be overwritten whenever you update the sheet. You can also specify the update frequency.

- Historical

Show or hide the sheet.

- Watchlist

Show or hide the sheet. Specify the update frequency.

- Dashboard

Show or hide the sheet. Recreate and remove charts. Specify whether to recreate charts on sheet update. If you have personalized the charts, set this to No or your personalizations will be overwritten whenever you update the sheet.

- Summary

Enable/disable auto order/sort. Set auto order/sort column and direction.

- All Accounts

Enable/disable auto order/sort. Set auto order/sort column and direction. Specify link names and URLs. Hide/Show columns. By setting columns to hidden here instead of doing it on the sheet itself, complex formulas will not be calculated improving the performance of the sheet. To show a previously hidden column, set it to show in this section so that the columns formula will be reactivated.

- Specific Accounts

Set auto order/sort defaults when a new account is created. Specify link names and URLs. Hide/Show columns. By setting columns to hidden here instead of doing it on the sheet itself, complex formulas will not be calculated improving the performance of the sheet. To show a previously hidden column, set it to show in this section so that the columns formula will be reactivated.

- Movers

Show or hide the sheet. Specify how many symbols to show.

- Transactions

Enable/disable warning shown when adding new row. Specify the commissions that will show up in the drop down menu of the Transactions sheet. Set the default basis and accounting method for sales.

Specify whether the dividend amount is auto filled in when entering a dividend type of transaction. If you select Yes, make sure to set the dividend payment frequency on the Symbols sheet for each symbol that receives a dividend.

Specify whether transactions are processed automatically and the rate at which they are processed.

If you registered and requested a custom sheet, you can specify whether you want to share your transactions by uploading them to your custom sheet. You can limit your uploads to the last X days worth or since a certain date.

- Search Transactions

Show or hide the sheet.

- Symbols

Enable/disable auto removal of symbols with quantity zero if there has been no buying or selling activity in 24 hours. This can be used to remove symbols and related transactions for which you have sold all your holdings and do not wish to keep a record of in your sheet.

Specify the default security type used when adding a new symbol on the Symbols sheet.

Specify the default purchase and sale quantity used when adding a symbol on the Symbols sheet. Specify how to calculate the next purchase a sale quantity displayed on the account sheets. Can be equal to the amount short if you did not buy or sell the full amount the last time you made a buy or sell transaction or the amount short + the normal amount.

Enable/disable warnings when adding a new row and adding or editing a symbol.

Set the default format of ratings. Select the source for imported ratings. Set the frequency that user ratings are updated.

Set the maximum length of the names of companies, sectors and industries.

Set the source of your high and low targets and whether they are automatically updated when a split transaction is processed.

Enable/disable high and low target email alert and set their frequency.

Select the default data source for market data.

Enable/disable automatic refresh of market data when using Source 2 or Source 3. If using Source 1, this is not needed as it updates itself within the sheet. If you have auto order/sort enabled for the Summary, All Accounts or specific account sheets however, you need to enable this option.

Specify the data source used for certain columns. Some columns only support certain data sources.

Show/hide the Source 1, Source 2 and Source 3 sheets, get info on each one and provide an API key if required.

- Accounts

Show or hide the sheet.

- Account History

Show or hide the sheet. Enable or disable automatic recording of account history and set frequency. Set number of days to save when pruning data. Recreate or remove the chart on sheet. Specify whether to recreate chart on sheet update. If you have personalized the chart, set this to No or your personalizations will be overwritten whenever you update the sheet.

- Taxes

Specify tax rates and quarter start and end dates (month/day but not year).

- User Transactions

Show or hide the sheet. Enable or disable automatic refresh and frequency. Set users to display and maximum results returned. Set whether your own transactions are shown if you share your transactions. Set the order by and sort by settings. Set the site that symbols are linked to. Enter usernames you do not want included in the list of transactions.

- User Rankings

Show or hide the sheet. Enable or disable automatic refresh and frequency. Set users to display and maximum results returned. Set whether your own ranking is shown if you share your transactions. Set the order by and sort by settings. Enter usernames you do not want included in the list of rankings.

- Local Lists

Show or hide the sheet.

- Remote Lists

Show or hide the sheet.

- Backups

Show or hide the sheet. Turn automatic backups on or off. Set backup frequency, folder on Google Drive, days of backups to keep, file formats, how many days to show on log history sheet, how often to archive a backup, link to backup folder.

- Mirrors

Show or hide the sheet. Shows the external mirror being used for the various external sheets. The mirror the sheet uses for any external sheet is chosen at random each time you open the sheet. If a mirror is not accessible, you can select a different mirror from the Sheet Health sheet or on the Settings sheet in the Mirrors section.

- Themes

Select a theme and apply it to one or more sheets. You can also apply a theme on the Themes sheet.

- Versions

Show or hide the sheet.

- Change Log

Show or hide the sheet.

- Issues

Show or hide the sheet. Set order by and sort by.

- Suggestions

Show or hide the sheet. Set order by and sort by.

- Sheet News

Show or hide the sheet.

- Sheet Health

Show or hide the sheet.

- Links

Show or hide the sheet. Set order by and sort by. Specify the types of links to show in sidebar.

- Help

Show or hide the sheet.

- Custom Settings

Here is where you can set any custom variables.

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Themes

The style of the sheet is determined by the theme the sheet is using. The sheet comes with a default theme named "Default". You can select a new theme on the Settings sheet in the themes section or on the Themes sheet.

If you would like to view the details of any theme or create one of your own, you can do so on the Themes sheet. On the Themes sheet you can create up to 10 custom themes and view and use themes of users who have chosen to share them.

If you see a shared theme you like but would like to change something about it, select the "Copy To Custom" option to copy it to your custom theme section where you can edit it.

If creating your own theme, try to use text and background color combinations that produce good contrast so that text in the sheet is easy to read. The following sites may help you find some good contrasting color combinations.

W3Schools
paletton.com

You can select the Share option to share a theme you created with other users. Once you share a theme, it's name cannot be edited. If you edit a shared theme, and would like to include your edits with the shared theme, select the Share option again to update the shared copy.

To preview a theme, select the Preview option and the theme will be applied to the Themes sheet only. You can reverse the preview by selecting Undo Preview.

To delete a custom theme you created, do not delete the row, instead select Delete from the drop down menu and it will do it for you among other things.

You can vote shared themes up or down and report any shared theme that has an issue.

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Backups

This sheet will display any backups of your sheet made to your Google Drive account.

Although Google stores all your edits so that you can go back to an earlier revision, it is a good idea to have a alternative backup system in place. This is because if your sheet ever fails to load, you will not have access to the menu that lets you restore it to an earlier version.

An example of how this could occur is if you add or edit a formula or function and it causes the sheet to get stuck in a calculation loop, you may lose access to the sheet and require someone at Google to try and manually restore access.

We recommend you enable the sheets own backup feature on the Settings sheet to automate backups of your sheet to your Google Drive account. It is recommended you include backups in CSV format so that you can access your entered data independent of Google Sheets.

You should continue working with your current sheet and only access the backup copy if your current sheet ever becomes inaccessible or you are unable to restore it to a point in time desired using their built in revision feature.

If you ever do need to access a backup of your sheet, you can find the most recent backups in your Google Drive. The default folder is /Sheets/Portfolio Sheet/Backups but you can change the backup location on the Settings sheet. Once the backup is loaded, you will need to reauthorize the scripts the sheet uses by clicking the Portfolio Sheet Menu and selecting the Authorize & Setup Scripts menu item.

You may also want to download to your PC on occasion the backups of your sheet from your Google Drive account to your local PC. This way if you ever lose access to your Google Account completely, you will still have access to your data.

For the actual spreadsheet files, you will need to manually copy these from your Google Drive folder to a folder on your local PC. For CSV versions of your sheet, it is recommend you install the Google Drive desktop app which will automatically keep non Google Drive formatted files, like CSV files, in synch with your local PC.

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Mirrors

The sheet contains sheet keys for the different external sheets that the main sheet retrieves data from. Each time you open the sheet, a different mirror is used. You should not edit this sheet. You can view the mirrors that you are currently using and change them on the Sheet Health sheet or the Settings sheet in the Mirrors section.

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Versions

The sheet uses a library, script, hotfixes and of course the individual sheet tabs themselves. All of these contain version numbers. You can check the version you are using of each and if there are any updates on the Versions sheet. There is a stable and beta version for each although they may be one and the same. It is important to keep up to date on everything as new versions often fix issues.

- Library

The sheet uses a library which is a collection of scripts written for the sheet. Updates to the library may include support for new features, bug fixes and speed improvements. If a new library version is available, it will be indicated on the Versions sheet.

To update to the latest library, go to the following pull down menu and select the most recent library version.

Tools > Script editor > Resources > Libraries

Do not change the library identifier which is portfolioSheet.

Do not delete the library listed on the above screen or the sheet will not operate. If it gets accidently deleted, get in contact with the most recent hotfix version you have applied as indicated on the Versions sheet and we will provide the appropriate library key to re-enter so you can add it back in the above section.

- Scripts

The sheet uses a script file named Code.gs which works in conjunction with the library. The script contains functions that accesses all the library functions. The script can be found by going to the following pull down menu.

Tools > Script editor

Script updates must be done manually. You can find out which script version you are using and if any updates are available on the Versions sheet. If you need to update a script, click the link on the Versions page to do so. Essentially the update process involves copying the newest script and pasting it into your Code.gs file.

- Hotfixes

Hotfixes are a way to make small changes to one or more sheets without having to update the sheet to an entirely new version. They are generally designed to fix a small bug or for minor design changes. You can find out which version hotfix you are using and if any updates are available on the Versions sheet.

To update to the latest hotfix, click the drop down menu and select the Beta or Stable version. You are required to be up to date on the library and script in order to apply a hotfix.

- Sheets

If you are up to date on the library, script and hotfix, you may update any of the sheets if an update is available. Beta versions of sheets may contain features that are still under development and thus may not be as well tested as the Stable versions.

The version number of sheets is in the format of X.X.X.X and described below.

The 1st X indicates the major version of the collection of sheets as a whole.
The 2nd X indicates the major version of the specific sheet.
The 3rd X indicates changes to formulas within the major version of the specific sheet.
The 4th X indicates changes to the style (colors, formatting, wording, etc.) within the major version of the specific sheet.

Every day a script will check to see if any updates are available and if so change the color of the tab at the bottom to red of the Versions sheet and if the update available is for a sheet, the tab color of the sheet to red as well. After applying all updates, the color of the tab(s) will return to the default color. This feature gives you a visual indication of when an update is available.

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Change Log

The Change Log sheet displays details on any changes made to the original sheet. You do not need to be concerned with changes made to the sheet before you started using it. If a change has been made since you started using the sheet and you want to make the change to your own sheet, you have three options.

1. If the option to Auto Update the sheet on the Versions sheet is available, you can update it there to apply the change. This is the recommended method.

2. If the option to Auto Update the affected sheet on the Versions sheet is not available, you can make the change yourself based on the details in the change log. Select Manual Update from the Versions sheet to get a copy of the changed sheet and copy and paste the changes.

3. As a last resort, you can start over with a fresh sheet. To do so, make a copy of the most recent spreadsheet available (target sheet). Open the target sheet and your current sheet (source sheet) and then copy and paste your Account, Symbol and Transaction data as described in the Bulk Import section below. When doing a bulk import in this way, you can skip directly to the Prepare Target Sheet section in the Bulk Import section instructions.

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Issues

The Issues sheet displays details on any known issues and their current status. Issues that are resolved are marked as such and details added to the Change Log. You can report an issue by going to the pull down menu at Portfolio Sheet Menu > Support > Contact. Registered users can vote on which issues are most important to them so issues can be prioritized as far as which to work on first.

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Suggestions

The Suggestions sheet displays details on any known suggestions and their current status. Many sheet features are a result of a suggestion sent by a user. You can send any suggestions by going to the pull down menu at Portfolio Sheet Menu > Support > Contact. Registered users can vote on which suggestions they like the most.

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Sheet News

The Sheet News sheet displays any news about the development of the sheet.

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Sheet Health

The Sheet Health sheet displays the health of the different external sheets the main sheet uses. If a sheet being used is not accessible, you can change to a different mirror for the data on this sheet or on the Settings sheet in the Mirrors section.

If there is an error in one of the cells, click it and if a box like below appears click the Allow access button.

Connect Sheets

If there is an error but there is no blue button when you click the error cell in column C, it is likely a temporary error that will clear up on its own.

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Script Log

When enabled on the Settings sheet, the Script Log sheet displays a log and statistics of many functions used by the sheet. Logging is disabled by default and for performance reasons should normally remain disabled unless you are running into quota issues.

If you are having quota issues, you may want to enable the Script Log on the Settings sheet in the Script Log section in order to troubleshoot what script(s) might be causing you to go over your total daily script minutes quota or exceed the maximum execution time for one script. The quotas are determined by the type of account you have which you can specify on the Settings sheet in the Google Account section.

When enabled the log is pruned according to the prune setting on the Settings sheet in the Script Log section. You can filter the results to show All, Last 24 Hours, Today and Yesterday. The total script time allowed is a daily quota.

When looking at the log and statistics, keep in mind that although ones total script time quota is reset every 24 hours it does not reset at the same hour for everyone so the information displayed should only be used in a general sense in terms of what scripts are taking the longest to complete in approximately the last 24 hours.

- Total script minutes used a day (all functions)

If your sheet is going over the quota for total daily script minutes, try reducing the refresh frequency of some of the automated processes or disable them altogether. These can be changed on the Settings sheet in the following sections:

Futures (set to 60 or higher)
Watchlist (set to 60 or higher)
Transactions > Transaction Processing
Symbols > Data Source Refresh
History
User Transactions
User Rankings

By going to Portfolio Sheet Menu > Utilities > Minimize sheet load you can automatically set all of the above to 60 minutes as well as some other things that can help speed up the sheet. If after 24 hours you still have a quota issue, individually try to increase the time between refreshes even higher or disable one or more of them completely if not needed.

A final option to resolve going over your total script minutes used is if you have a free Google account, consider upgrading it to a paid G Suite account which will give you a higher daily quota.

- Maximum execution time (single function)

If one of the scripts is close to or exceeding the maximum amount of time it is allowed to run, currently 6 minutes, please report the function name and the function will be optimized or changed to run in stages so that it will not take up so much time.

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Error Log

The error log sheet displays some of the errors that occured in the sheet. These are automatically reported to support so that they can be reviewed and any issues can be resolved.

You can view the review status of an error report. Some common errors are automatically reviewed. Others might be reviewed and their status updated in just a few minutes if support is available. If support is nto available when the error occurs, most should be revewed in 1 business day.

If you have enabled automatic temporary sharing of your sheet with support on the Settings sheet in the Error Log section, a support representative will connect to your sheet as soon as possible to troubleshoot and fix the error. They will open a chat session within your sheet, to keep you up to date on all progress.

Back To Top The links sheet displays links to popular finance sites as well as a section for your own links. You can create up to 7 of your own link categories. Links can be viewed on the Links sheet or opened in the sidebar. On the Settings sheet in the links section, you can specify whether the default links, your custom links or both are shown in the sidebar. You can change the sort order of your own links by editing the order numbers in each list.

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Help

The Help sheet displays a link to the Help file and some related sheet sites.

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Additional Info

Below is some additional info about the sheet.

Help Auto Load

You can enable or disable auto load of the Help file on open of the sheet on the Settings sheet in the Sheet Opening section.

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Registration

You can register the sheet by entering a user name in cell B5 of the Settings sheet tab. Below are some of the benefits registered users receive.

- Unlock Sheet Features

All sheet features will be unlocked.

- Removal of Limits

Add an unlimited number of accounts, symbols and transactions.

- Technical support

Get free basic technical support.

- Hotfixes

Free automatic hotfix updates.

- Sheet Updates

Free automatic sheet updates.

- Expanded Sheet features

Access to advanced sheet features that require a username in order to work properly. For example being able to vote on issues and suggestions.

- Optional Custom Sheet

Ability to request a free custom sheet be created which enables a number of additional features such as archiving your transactions, sharing your transactions with other users so they appear on the Users Transactions sheet and appearing on the Rankings sheet. You can add a custom sheet during the registration process or at anytime on the Settings sheet.

- User Profile

Ability to create a user profile on the Settings sheet. All profile information is by default hidden from other users. You can specify what, if any, part of your profile is viewable by other users on the Settings sheet.

- Newsletter

Subscribe or unsubscribe to a free sheet newsletter.

- Points

Ability to earn points by doing different things. For a list of things that earn points click here.

- Referral Link

A unique referral link on the Settings sheet. If you would like to share the sheet with anyone by social media, blog or email, simply include your unique link.

If someone clicks your link it will go to the site for the sheet and if the visitor makes a copy of the sheet and registers, you and the new registrant will be awarded points. You can view the number of referrals and points earned on the Settings sheet.

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Permissions

Some of the permissions that the sheet's script needs from you in order to operate properly are listed below. You will need to authorize them in order to use the sheet as explained in the Setup section above.

Permission: "View and manage your spreadsheet in Google Drive" and "View and manage your files in Google Drive".

Reason Needed: To optionally add and delete backups of your sheet to Google Drive.


Permission: "Display and run third-party web content in prompts and sidebars inside Google applications".

Reason Needed: To display Portfolio Sheet pages in sidebar, like Help, Chat, Tips, Quotes, Privacy Policy, Terms of Service, etc.


Permission: "Allow this application to run when you are not present".

Reason Needed: To run scripts unattended like price updates, backups, history, etc.


Permission: "View your email address" and "Send email as you".

Reason Needed: To optionally send target price email alerts from the sheet to you.


Permission: "Connect to an external service"

Reason Needed: To retrieve market data like prices, exchange rates and news from third party sources.

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Points

Registered users have the ability to earn points. You can earn points by doing different things. For example if you:

Register

Request a custom sheet.

Upload transactions to your custom sheet.

Refer someone though your unique link who registers.

Report an issue.

Send a new suggestion that gets implemented.

The actions that you can take and the number of points you can earn earn for each and the total accumulated points are shown on the Settings sheet.

Currently points can be used for premium support services. This would include support for issues that require more than the free basic support provided to registered users such as where work on your specific sheet was needed or if you desired customizations be made to the sheet. There are plans to expand the areas in which you can use your points.

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Bulk Import

If you have a lot of symbols or transactions to enter and you either already have them in a spreadsheet format or you can obtain such from your broker, follow the steps below to import them in bulk from the source spreadsheet (source sheet) to the target spreadsheet (target sheet).

The source sheet is the spreadsheet that contains all the data you want to import while the target sheet is this sheet or an original empty copy of this sheet, which you can obtain by clicking here.

- Prepare Source Sheet

Step 1: If your source sheet is already open in Google Sheets, skip to Step 2 of this section now. Otherwise, create a new temporary Google spreadsheet by going to the main Google Sheets page by clicking here and in the header underneath "Start a new spreadsheet" click the white rectangle with a green plus in it. Name the new sheet whatever you want.

In the newly created source sheet, click the File pull down menu and select Import to import your spreadsheet from your broker or other source.

Step 2: In the source sheet remove any unnecessary rows and columns and add any missing ones till you have columns that match the expected data in the beige columns of the Symbols and Transactions sheets in the target sheet. You do not need to worry about color, formatting or drop down menus as you will only be copying and pasting the values of the cells in your source sheet.

For the Symbols sheet, you need at least the Account and Symbol columns while the Transactions sheet you need all relevant beige colored columns.

- Prepare Target Sheet

Step 1: If you have not already, setup your target sheet by following the instructions in the Setup section above.

Step 2: If you have not already, setup your accounts in the target sheet by following the instructions related to Accounts In the Quick Start section above.

Step 3: If needed, add one extra row to the Symbols and Transactions sheets in the target sheet.

- Enter Bulk Edit Mode

Step 1: In the target sheet, click the Portfolio Sheet Menu > Bulk Edit Mode > Enter Bulk Edit Mode. This will temporarily disable some functions so that you can paste your data into the sheet without triggering any functions.

- Copy & Pasting Data Into Symbols Sheet

Step 1: Using your mouse or keyboard, first highlight (select all) the specific range of cells (not the whole rows or whole columns) in the source sheet containing the Symbols sheet data. This should be at least the data in the Account and Symbol columns but can include more data in the beige colored columns but not data from the blue colored columns.

Step 2: Once the data is highlighted, you need to copy it to your computers clipboard. On a PC you can press Ctrl C on a Mac you can press Command C to copy the highlighted data to the clipboard.

Step 3: Once the data is copied to your computers clipboard, you need to paste it into the target sheet on the Symbols tab. Switch to the target sheet and right click the cell in column A of the first row that you want your pasted data to start in (normally the first empty row) and select the Edit > Paste Special > Paste values only from pull down menu or right click menu.

Step 4: In the target sheet, click the Portfolio Sheet Menu > Bulk Edit Mode > Process Symbols

Step 5: In the target sheet, click the following menu items to retrieve any missing info.

Portfolio Sheet Menu > Symbols > Retrieve missing company URLs

Portfolio Sheet Menu > Symbols > Retrieve missing sectors

Portfolio Sheet Menu > Symbols > Retrieve missing industries

Step 6: Manually add any data in the beige columns that are missing. If a column contains the same data for each row, you can click on a cell and drag the blue box down to copy the cell contents to other cells below it.

- Pasting Data Into Transactions Sheet

Step 1: Using your mouse or keyboard, first highlight (select all) the specific range of cells (not the whole rows or whole columns) in the source sheet containing the Transaction sheet data. This would normally be the first 16 columns of the Transactions sheet although depending on the transaction type not all columns require they contain data. It should not include data from the blue colored columns.

Step 2: Once the data is highlighted, you need to copy it to your computers clipboard. On a PC you can press Ctrl C on a Mac you can press Command C to copy the highlighted data to the clipboard.

Step 3: Once the data is copied to your computers clipboard, you need to paste it into the target sheet on the Transactions tab. Switch to the target sheet and right click the cell in column A of the first row that you want your pasted data to start in (normally the first empty row) and select the Edit > Paste Special > Paste values only from pull down menu or right click menu.

Step 4: In the target sheet, click the Portfolio Sheet Menu > Bulk Edit Mode > Process Transactions

Step 5: Pasted transactions will be set to a Pending status. You can either manually process each one using the Action drop down menu for each or enable automatic transaction processing on the Settings sheet in the Transaction section and the sheet will process them for you automatically over time. You can increase or decrease the transaction processing rate on the Settings sheet.

If you have more than 500 transactions to process, you will likely run into the daily limit on script run time and thus it may take a couple days to finish processing all your transactions.

- Clean Up

Step 1: Once you have pasted the data into the Symbols and Transaction sheets and it looks correct, you can delete the temporary source sheet created above.

Step 2: In the target sheet, click the Portfolio Sheet Menu > Bulk Edit Mode > Exit Bulk Edit Mode. This is required in order for the sheet to resume normal operations.

Step 3: After all transactions have changes their status from Pending to Processed, click the Portfolio Sheet Menu > Accounts > Update Account Sheets.

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Share Portfolio Sheet

The easiest way to share the sheet with others is to direct them to the following domain where they can learn about the sheet and get a copy:

PortfolioSheet.com

If you registered, you can use the customized referral link on the Settings sheet so that any of the users you refer that register will earn you and them points.

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Share Your Portfolio

If you would like to share your All Accounts sheet, specific account sheet or Transactions sheet, below is one easy solution.

1) Create a new Google sheet.
2) Click the blue Share button and set it to be viewable by anyone with the link.
3) Copy the formula below and paste it into cell A1 of the newly created sheet.

=QUERY(IMPORTRANGE("https://docs.google.com/spreadsheets/d/YourSheetKey","SheetTabName!SheetRange")

Replace YourSheeetKey with the long string of letters and numbers in your browser's location bar of the sheet you want to share.

Replace SheetTabName with the name of the tab of the specific sheet you want to share.

Replace SheetRange with the range of cells you want to share. For example, A1:G100 or A1:G for all rows.

After entering formula, you may need to click the box to authorize your new sheets access to your old sheet. You will get a box like the following, click "Allow access" so your new sheet can connect with your main sheet..

Connect Sheets

Then you can simply copy and paste the URL of your new sheet and provide it to anyone you want to share it with.

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Mobile Access

- Summary

Although the sheet must be setup on a desktop computer browser, once setup you can access it on a mobile device in the Google Sheets app or your browser to view the sheet but editing the sheet is generally not possible or if possible not recommended on a mobile device due to interface limitations Google puts on mobile access.

- Browser

If you open your sheet in your mobile devices browser, Google may load your sheet in view only mode.

- Google Sheet App

If you open your sheet in Google's app for sheets, there are certain features in the sheet that are not supported within the app due to limitations with the Google Sheets app.

For example, user interface elements such as the Portfolio Sheet Menu, sidebar, alert and prompt windows, etc. are not available. Most of these elements are not required to use the sheet however some actions that normally would show a window prompting you to confirm the action or to provide additional information, would not work. These include:

- Deleting an account.
- Deleting a symbol.
- Specifying which lots to sell.
- Auto updating a user account sheet.
- Adding/editing/deleting registration.
- Subscribing to newsletter.
- Requesting custom sheet.

This should not however prevent you from viewing the sheet itself and doing anything that does not require a user interface element. If you wish to try the mobile app, check the minimum requirements section below for additional information and links to install the app.

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Requirements

Minimum Requirements

-- Browsers

Sheet should work with the two most recent versions of the following browsers. Make sure cookies and JavaScript are turned on for your browser.

Chrome
Firefox
Windows only: Internet Explorer
Mac only: Safari


Other browsers may work but you might not be able to use all the sheet features.

- Operating System

- Windows

Windows XP and up. Click here to see which version you're using.

- Mac

Lion (10.7) and up. Click here to see which version you're using.

-- Mobile Devices

If you have not already, please check the Mobile Access section above for limitations of accessing the sheet with a mobile device.

-Android

Version 4.0 or higher

On your Android device, select Settings >  About. Under "Version" you'll see which version you're using.

You can download the latest version of Sheets for Android here.

-Apple

Version 7.0 or higher.

On your Apple device, select Settings > General > About. Next to "Version" you'll see which version you're using.

You can download the latest version of Sheets for Apple here

Recommended Requirements

While there are no recommended requirements, below are some things to keep in mind.

- Monitors

Since some of the sheets have many columns, larger monitors running at high resolution will reduce the need for scrolling.

- Hardware

As more data is added to a sheet, the number of calculations increases. A faster CPU and more RAM may help to speed up this process.

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Troubleshooting

Error Reports

The sheet automatically captures and reports most script errors triggered by an edit of the spreadsheet. These errors are reviewed and fixed by support and can be viewed by clicking here.

If the error you are experiencing is not in the automatically reported list of errors, check some of the common issues and solutions below.

If you still need help troubleshooting an issue, please get in Contact, select Issue as the subject and provide details of the issue. Issues can be troubleshooted the quickest by support if you check the Contact option to provide support with temporary access to your sheet.

Data Display

If a column's data is blank on a specific account sheet or the All Accounts sheet, check the related column on the Symbols sheet and look for a line that is blank, has a lot of N/A or has an error.

For example, if a symbol changes and you have not updated it, trying to retrieve data from an unknown symbol can cause an error preventing the entire column from displaying.

Sheet Loading

If Google is having trouble loading your sheet, please keep the following in mind. The more accounts, symbols and transactions the sheet contains, the longer it will take to initially load. Most sheets should load completely within 1-3 minutes.

If your sheet becomes so large that it has trouble loading, go to the Portfolio Sheet Menu > Utilities > Minimize sheet load to optimize the sheet. You can also try the following:

1. Delete your browser's cache, close your browser, reopen your browser and reopen the sheet.

2. Don't edit any cells while it loads.

3. Try loading it a few times.

4. Disable any browser extensions.

5. Try a different browser. Chrome is preferred but Opera and Firefox may produce less errors on really slow loading sheets.

6. Don't close it in the first place so it does not have to reload everyday.

- Too Long To Load

A sheet taking too long to load or calculate formulas can produce the following error window in Chrome.

The following message can occur in Chrome (My PM would be replaced with the name of your sheet) when the sheet has not responded as quickly as the browser expects it should. Other browsers will have similar messages windows that pop up for the same reason.

Page Unresponsive

You can click Wait or better yet just wait for the message to automatically disappear as it usually will which is an indication that the page is responsive again. It can happen when your sheet is very large or you run a script that takes awhile to complete.

- Unable To Load

A sheet that has failed to load can produce the following error window in Chrome. It is usually caused by a large sheet that is calculating so many formulas that it unable to load.

File Unavailable

It is recommended you close your browser and try as many as 3 more times to load it. If it still does not load, try another browser such as Opera or Firefox.

One cause of both of the above is when you use Source 1 (Google) as a data source and you have (100+) symbols. The sheet has to do a lot of formula calculations (1600 simultaneous) which it cannot handle. Changing to Source 2 or Source 3 on Settings sheet is much more efficient and can often solve the issue. If you are unable to figure out and fix the cause, do not click the report the error link as Google will likely not be able to fix it. Instead get in contact by using the drop down menu and support will try to assist.

Script Errors

You may on occasion get an automated notification email from Google regarding a script error. The subject will be something like the following:

Summary of failures for Google Apps Script: Portfolio Sheet Scripts

Those emails are generated whenever the sheet or the custom script library that the sheet uses encounters an error. Normally you should not get too many of them. You can also view most of these kinds of errors on the Error Log tab. You can view more common script errors and limits on this page.

- Notifications

You can change the frequency or prevent emails about them altogether by clicking the "click here" link in the emails although it is usually desirable to be notified of such. Some users create a filter in their email program to put them into a seprate folder for review and reference so they do not clog their inbox. The majority of the errors will occur from the trigger named onEditInstallable so if you change the notification settings of any make sure to change it for that one.

- Resolving

Step 1

The first step is to go to the Versions sheet and make sure everything is up to date as many script errors are fixed in the newest library, script, hotfix and sheet versions.

If anything is not up to date, update it to the latest version and then wait 24 hours to see if you continue to get any emails indicating the error occurred 24 hours after you updated everything.

Step 2

Check the Error Log tab to see if the error is listed and if so the cause and suggested action. For common errors a automated review will occur, less common errors will need to be reviewed to determine the cause. Once reviewed the result of the review will appear in the Error Log sheet tab.

Step 3

If you have completed both steps above and the errors still occur and are not explained on Error Log sheet tab, please forward the script error email to [email protected] so it can be looked into and fixed.

The fastest way to resolve most errors is to enable support access to your sheet when an error occurs. You can do so on the Settings sheet in the Help section.

- From Older Sheets

If you have used more than one copy of the sheet in the past, it is possible that a script error email is a result of a script that is still running in a older copy of the sheet that you are not using.

The way to tell whether the error is from an older version of the sheet you previously used or the currently used version of the sheet is in the email it will state the following with [Document Name] being replaced with your sheet's name.

The script is used by the document [Document Name].

If your older and newer version of the sheet have the same document name, you will need to click on the document name and compare the sheet key in the URL of your browser's location bar to see if it matches the sheet key in your current used sheet

Example URL with sheet key in bold:

https://docs.google.com/spreadsheets/d/1KKJKKSJD

If the sheet key matches your currently used sheet's sheet key, the error is coming from your currently used sheet. If it does not, it is coming from an older sheet.

If it is coming from an older sheet you no longer use, click the sheet name in the email and then go to the pull down menu at Tools > Script editor > Resources > Current project's triggers and click the X to the left of each trigger to remove. These are what can cause script error emails from Google so once removed the emails should stop.

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Removal

If you just want to remove an account and all associated transactions, on the Accounts sheet tab, select Delete in the Actions column of the account you want to delete.

If you do not wish to use the sheet due to a missing feature or technical issue, please first get in Contact so we can consider adding the missing feature or try to solve the technical issue.

Otherwise, please follow the steps below for complete removal. If you have already moved the sheet to the trash, temporarily remove it from your trash first.

1. If you registered, remove your registration on the Settings sheet in the Registration section by deleting your username. This will also delete any custom sheet you may have requested.

2. Go to the pull down menu at Tools > Script editor > Edit > Current project's triggers and click the X to the left of each trigger to remove. These are what can cause scripts to run in background such as low price alerts, sheet backups, etc and are usually the source of script error emails from Google.

At this point, you can resume using the sheet at anytime fairly easily by following A and B below.

A) Go to Portfolio Sheet Menu > Authorize & Setup Scripts to add the previously deleted triggers back.

B) Register on Settings sheet.

If you are sure you do not want to use the sheet again, proceed to step 3.

3. Go to Google Drive and move the sheet and any backups made of it to the trash.

If you did all 3 steps, removal is complete. If you later decide you wish to try the sheet again, simply go to PortfolioSheet.com and start over with the latest version of the sheet.

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Contact

If you wish to get in contact, you can use the contact form accessible through the Portfolio Sheet Menu > Contact drop down menu at the top of the sheet. You can also get in contact and keep up to date through the sheet's social media accounts below.

Twitter
Facebook
Google+
YouTube
Instagram
Snapchat
Twitch

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